Global equities: Where to look for AI winners
Looking for exposure to AI? Go beyond big tech and look for companies using the technology to improve efficiency or build competitive advantage, says senior Pendal global equities analyst SUE…
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Mainstream Online Web Portal
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
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Are Australian mortgage holders facing a cliff or a speed bump?
The mortgage cliff may not yet have appeared, but we’re only halfway through the roll-off of Covid-era fixed-rate loans, points out Pendal assistant PM ANNA HONG Why bonds, why now?…
Emerging markets: Brazil is set up for a classic virtuous cycle
A long-awaited and bigger-than-expected rate cut in Brazil could usher in a positive cycle of growth for Latin America’s biggest economy. JAMES SYME explains Brazil cuts rates Positive cycle ahead…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams LIVE WEBINAR SEP 7: Register for Crispin…
Aussie equities outlook: two questions hold the key
China’s economic outlook and differing inflation outlooks for Australia and the US are leaving investors unsure where to turn. BRENTON SAUNDERS has details Australia lags US on inflation Chinese stimulus…
Tim Hext: Wage growth remains under control – for now
Pendal’s head of government bond strategies TIM HEXT explains the latest wage data and what it means for rates and bonds Why bonds, why now? Pendal’s income and fixed interest…
ESG investing: how to understand, measure and mitigate
Volatility in sustainable strategies may leave investors hesitant about ESG. But in the long run, a sustainable approach is likely to outperform, argues Pendal’s MICHAEL BLAYNEY ESG risk underappreciated Careful…
Global equities: Boeing, Airbus look good as tourism takes off
One way to get exposure to the post-Covid tourism growth story is via plane manufacturers. Pendal global equities PM ASHLEY PITTARD explains Paris Air Show demonstrates strong demand Major manufacturers…
Global equities: The hidden opportunity in Europe’s changing market
Investors often overlook European markets due to outdated assumptions. But the new Europe is a fast-growing, cheap play on global themes, argues PAUL WILD New Europe less cyclical, higher growth…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams LIVE WEBINAR SEP 7: Register for Crispin…